Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter Est. Return 3 Year Est. Return Holdings Portfolio Turnover
HAFS
5701
Hapanowicz & Associates Financial Services
Pennsylvania
$180M -$19.5M -10% 32
LA
5702
Lindenwold Advisors
Pennsylvania
$180M -$7.7M -4% 122
PC
5703
Periscope Capital
Ontario, Canada
$180M +$38.5M +27% 252
PK
5704
Pflug Koory
Nebraska
$180M -$18M -9% 399
SAM
5705
Sequent Asset Management
Texas
$180M -$23.6M -12% 89
GAAM
5706
Guinness Atkinson Asset Management
California
$180M -$16.6M -8% 86
FF
5707
Finley Financial
Nevada
$179M -$12.7M -7% 123
HWM
5708
Howard Wealth Management
Connecticut
$179M -$5.41M -3% 121
HFS
5709
Horizon Financial Services
North Carolina
$179M +$1.59M +0.9% 373
DWA
5710
Delap Wealth Advisory
Oregon
$179M +$12M +7% 84
DC
5711
Darrow Company
Massachusetts
$179M +$6.87M +4% 50
FPL
5712
Fortress Private Ledger
North Carolina
$179M +$15.6M +10% 189
BGA
5713
Battery Global Advisors
Massachusetts
$179M -$7.82M -4% 143
LB
5714
Legacy Bridge
Iowa
$179M -$12.6M -7% 337
RWS
5715
Resolute Wealth Strategies
Mississippi
$179M -$15.3M -8% 106
AIM
5716
Atlantic Investment Management
New York
$179M -$28M -14% 12
CC
5717
Carlson Capital
Texas
$179M +$9.38M +6% 56
TCM
5718
Tandem Capital Management
New Jersey
$179M -$7.84M -4% 117
AIA
5719
Arcadia Investment Advisors
Idaho
$179M -$4.69M -3% 80
LD
5720
Lipe & Dalton
New York
$179M -$9.84M -5% 97
MMHP
5721
Murphy Middleton Hinkle & Parker
Georgia
$179M +$1.7M +1% 137
GA
5722
Guerra Advisors
Florida
$179M -$1.68M -0.9% 68
GAM
5723
GEM Asset Management
Michigan
$179M -$777K -0.4% 100
VF
5724
Vawter Financial
Ohio
$178M +$12M +7% 107
TW
5725
Traveka Wealth
California
$178M -$2.95M -2% 157